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1. Product at a glance- Adults
2. About
3. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.
   
   Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.
   
   As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.
   
   Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.
   
   Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
    
4. Get to know our large case experts
   Equitable launches new Ask our Experts video series
   
   At Equitable^®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
   
   We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
   
   Watch Ask our Experts Episode 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
   
   Cindy chats with us about:
   • Her approach to large case underwriting.
   • The large case underwriting team.
   • The important relationship between advisors and underwriters.
   Visit our large case markets webpage to learn more about our team of dedicated experts.
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   ^® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
    
5. Product at a glance- Children
6. [pdf] Equitable Investor Profile Questionnaire
7. Mark Schmehl from Fidelity Investments talks special situations and global innovators with Equitable  ***EXCLUSIVE TO EQUITABLE ADVISORS***
   
   This month, Equitable® welcomes Mark Schmehl, Portfolio Manager from Fidelity Investments Canada®, who will highlight the Special Situations and Global Innovators fund portfolios.
   
   Equitable’s Savings & Retirement webcast series spotlights various aspects of our competitive fund lineup and product offerings. This series will give advisors an opportunity to: 
   • learn more about various products and product features, 
   • hear from industry professionals, 
   • learn about investment strategies; and so much more. 
    

   Learn more

    
   Continuing Education Credits 
   This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. 
   
   Date posted: September 11, 2024
8. Client Access login is changing Equitable wants to keep client’s information safe. Starting in January 2026, all clients will be asked to use an email address to log in to Client Access^®, our secure client website for insurance and investments transactions.
   
   What’s changing?
   In January, all clients must use their email address to log in to Client Access. They will no longer be able to use a username. If clients can’t remember which email they used to register for Client Access, they can simply click “Forgot email” on the login page to get help. If clients use a password, they may need to enter a one-time code sent to their email.
   
   Clients looking for extra security?
   Clients can also create a Passkey. This makes logging in easier and safer.
    
9. Repositioned Wealth Accumulator available

   Repositioned Equimax Wealth available now

   As we continue to grow to meet the needs of various market segments, our product options for your high net worth (HNW) clients have also been improved. Equimax Wealth Accumulator^® has been repositioned to meet the needs of your high net worth clients by providing more deposit room and competitive early cash values.

   Equimax Wealth is now repositioned for your high net worth clients

   Equimax Wealth Accumulator is now targeted for clients ages 45 to 65 with an insurance need but also looking for tax advantaged growth as an alternative to traditional investments. It allows your clients to achieve both while diversifying their portfolio and saving taxes, particularly for corporations.
   

   Highlights of the repositioned Equimax Wealth Accumulator:

   • More deposit room - Allows for significantly more deposit room by reducing the initial death benefit. This means more money can be paid into the policy to promote the tax-advantaged investment growth.
   • Higher early cash surrender values - We are more competitive on total cash value in years 1 to 10 in the target market ages of 45-65. The higher extra deposit room and early surrender cash value allows the illustration to show an earlier premium offset, which is key for the HNW market.
   • More competitive on life pay - Improvements to life pay more notable than 20 pay. Reduced premiums for most male and female non-smokers in our target market (ages 45-65) as well as 2, 3, and 4 year improvement in illustration of premium offset.
   • More competitive at older ages - A shift in the target market means you can support older clients in the HNW market. The Equimax Wealth Accumulator is now more competitive at ages 45-65.

   Learn more

   For full details on the transition, please see our transition rules.

   For more information on this product, please visit the Equimax page on Equinet.

10. Web Illustration Tool for Universal Life (UL) Insurance now available

    The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.
    
    This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.
    
    Speak to your individual life wholesaler to learn more!